Tax Matters and Trusts

John is an expert in tax matters and Trusts.

Some people like bike riding. Others like collecting stamps. John likes tax and trusts.
Tax matters to John, because he wants to help
his clients, by giving them the very best
tax advice possible. He can also advise on the merits of establishing a trust, and take care of the trust’s formation and administration.

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Want to talk tax with John?

Call him on 09 377 1444

Your income tax is due on the following dates:

(Please note these dates are indicative only and may vary according to your circumstances. Contact your SBC Accountant for details.)

March balance dates:

  • 15 January, Provisional 2
  • 7 May, Provisional 3
  • 28 August, Provisional 1
  • 7 February (without agents extension), Terminal
  • 7 April (with agents extension), Terminal

June balance dates:

  • 28 March, Provisional 2
  • 28 July, Provisional 3
  • 28 November, Provisional 1
  • 7 February (without agents extension), Terminal
  • 7 April (with agents extension), Terminal

Your GST is due on the following dates:

  • 2 monthly: 28 April, 28 June, 28 August, 28 October, 15 January, 28 February
  • 6 monthly: 28 April, 28 October

Want to avoid late penalties?

Ask about our strategic planner app to receive date & task reminders. Phone 0800 115 700.

IRD  interest

  • Interest rate received on overpayment 1.75%
  • Interest rate payable on underpayment 8.4%

IRD  late payment penalties

  • If a tax payment is not made on the due date, an initial late payment penalty of 1% is charged on the day after the due date.
  • A further 4% late payment penalty applies if the payment is not made within 7 days of the due date.
  • Every month the amount remains owing, a further 1% penalty is imposed until payment is made.
  • In certain cases, a warning notice will be issued for first offences.


John is an expert in trust matters. He can advise on the merits of establishing a trust, and will take care of the formation and management.

There are a number of reasons for establishing a trust:

* Protecting your assets against unexpected business debts or financial misfortune.

* Asset protection should you require residential care in the future.

* Protecting your assets against relationship property claims.

* Inheritance and estate planning. This may be appropriate where there are children from a previous relationship.

* Provide confidentiality about your financial interests and in some cases independence.

* Tax minimisation in certain circumstances.


Trusts can be formed for as little as $1,000 (Plus GST).

Contact John for further information.


Client Testimonial

“John, we would like to thank you for all your help and support given to us during the launch of our business. It is very much appreciated. Your calm and professional approach in overcoming the many obstacles made the whole process much easier. Thank you very much!”

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111 Newton Road,
Newton, Auckland 1010

PO Box 8950,
Symonds St, Auckland.

Phone 09 630 6544
Fax 09 630 6547

email [email protected]



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P O Box 4242, Mount Maunganui South 3149.

Phone 07 577 6600
Fax 07 577 6687

Mobile 027 746 6204

email [email protected]

Mt Maunganui

325 Maunganui Road, Mt Maunganui (Cnr Maunganui Rd and Grove Ave)

PO Box 4242, Mt Maunganui South 3149

Phone 07 575 6559

Fax 07 572 5535

Mobile 027 746 6204

Mail: [email protected]



9 Strawbridge Square, Stoke, Nelson
P.O. Box 2345, Stoke, Nelson 7041

Phone 03 547 7995
Fax: 03 547 9946

email [email protected]


Client enquiry form


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PO Box 241, Motueka 7143
Phone 03 528 1003
Fax 03 528 1004
Mobile 027 544 2000
[email protected]

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PO Box 984, Whangarei 0140

Ph 09 4343 836 or 021 718 478
Fax 09 4344 224

email [email protected]


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Contact Alison

Phone: 03 5477 995

Fax:  03 5479 946

[email protected]



Contact Anthea

Phone: 07 575 6559 or 027 746 6204

[email protected]